Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos R. Villanueva sucre is a registered representative with Bolton Securities Corp., located in Bolton, MA, and has been in the securities industry since April 11, 2007. Carlos is also an Investment Advisor Representative of Bolton Global Asset Management, doing business as Bolton Global Capital. Carlos R. Villanueva sucre holds a Series 7, Series 63 and Series 65 license. Carlos R. Villanueva sucre is registered with the state of Florida as an investment advisor representative. In addition to providing investment advice, Carlos R. Villanueva sucre provides legal services related to estate planning and family law, through a practice based in Caracas, Venezuela. Carlos R. Villanueva sucre also owns a rental property.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
02/27/2015 - Present
Bolton Securities Corp. (BOLTON MA)
NY
03/23/2005 - 03/29/2012
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
IA
Issued 09/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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